Strategic Salesforce Implementations for Financial Services
Transform your financial services organization with expertly implemented Salesforce Financial Services Cloud, Sales Cloud, and Service Cloud solutions designed specifically for your unique business workflows, regulatory requirements, and client needs.
100% Financial Services Focus
Certified Salesforce Experts
Regulatory Compliance Built-In
Key Benefits & Outcomes
Accelerated Client Onboarding
Reduce client onboarding time by 60-75% through automated workflows and streamlined data collection processes.
Enhanced Advisor Productivity
Increase advisor productivity by 40-50% with intuitive interfaces, automated task management, and integrated client communication tools.
Regulatory Compliance Automation
Ensure 100% compliance with financial regulations through built-in compliance workflows, audit trails, and automated reporting.
Unified Client View
Create a comprehensive 360-degree client view combining account information, investment portfolios, communication history, and relationship mapping.
Scalable Growth Platform
Build a foundation that scales with your business, supporting growth from startup to enterprise-level organizations.
Integration-Ready Architecture
Seamlessly integrate with existing financial systems, trading platforms, portfolio management tools, and third-party applications.
Mobile-First Client Experience
Deliver modern, mobile-optimized client portals and advisor applications that work seamlessly across all devices.
Advanced Analytics & Reporting
Gain actionable insights through advanced analytics, custom dashboards, and automated reporting tailored to financial services KPIs.
Implementation Capabilities & Features
Financial Services Cloud
Specialization Deep expertise in SalesforceFinancial Services Cloud with industry-specific features for wealth management, banking, and insurance organizations. - Household and relationship management for complex family structures - Goal-based planning and tracking capabilities - Investment portfolio integration and monitoring - Compliance and regulatory workflow automation - Financial account aggregation and management - Advisor desktop optimization for daily workflows.
Sales Cloud Optimization
Maximize sales productivity with customized Sales Cloud implementations designed for financial services sales processes. - Lead qualification and scoring for financial prospects - Opportunity management with regulatory considerations - Territory and book-of-business management - Commission and compensation tracking - Referral network management and tracking - Sales performance analytics and forecasting.
Service Cloud Excellence
Deliver exceptional client service through optimized Service Cloud implementations with financial services workflows. - Multi-channel client support (phone, email, chat, portal) - Case management with SLA tracking and escalation - Knowledge base with financial products and services - Self-service portals for common client requests - Integration with trading and portfolio systems - Automated service level reporting and monitoring.
Custom Development & Configuration
Tailored solutions built specifically for your organization's unique processes, workflows, and client requirements. - Custom objects and fields for unique data requirements - Workflow automation for repetitive business processes - Custom Lightning pages and components - Apex development for complex business logic - Integration APIs for third-party system connectivity - Mobile app customization for field-based advisors.
Who We Serve
Wealth Management Firms
RIAs, independent wealth managers, and family offices seeking to modernize their client management and advisory processes.
Banking Organizations
Community banks, credit unions, and regional banks looking to enhance customer relationships and streamline operations.
Insurance Companies
Life, property & casualty, and specialty insurance providers seeking to improve agent productivity and client service.
Fintech Startups
Growing financial technology companies needing scalable CRM solutions that can adapt to rapid business evolution.
Investment Management
Asset managers, hedge funds, and institutional investment firms requiring sophisticated portfolio and client management.
Implementation Methodology
01
Discovery & Strategy (2-4 weeks) Comprehensive analysis of your current systems, business processes, and regulatory requirements to create a tailored implementation roadmap.
02
Design & Configuration (4-8 weeks) Design and configure your Salesforce environment with custom objects, fields, workflows, and integrations specific to your business needs.
03
Development & Testing (3-6 weeks) Build custom functionality, develop integrations, and conduct comprehensive testing to ensure system reliability and performance.
04
Data Migration & Training (2-4 weeks) Migrate your existing data and provide comprehensive training to ensure successful user adoption and system utilization.
05
Launch & Optimization (2-4 weeks) Execute go-live activities and provide immediate post-launch support to ensure smooth transition and continued optimization.
Why Choose Vantage Point
Financial Services Specialization
100% focus on financial services means our team understands your unique compliance, regulatory, and business requirements.
Certified Salesforce Experts
Our team holds multiple Salesforce certifications including Financial Services Cloud, Sales Cloud, Service Cloud, and Platform Developer credentials.
Proven Implementation Methodology
Our structured, phased approach has successfully delivered 200+ implementations with 95% success rate and on-time delivery.
End-to-End Project Management
From initial discovery through post-launch optimization, we provide dedicated project management and consistent communication.
Compliance and Security First
Every implementation includes built-in compliance controls, audit trails, and security measures required for financial services.
Ongoing Support and Partnership
Our relationship doesn't end at go-live. We provide ongoing support, optimization, and strategic guidance.
ROI-Focused Approach
We design implementations with measurable business outcomes in mind, typically delivering 300-500% ROI within the first 18 months.
100% US-Based Team
All work is performed by our in-house team of US-based professionals with deep understanding of US financial regulations.
Partner with the Experts in Financial Services Technology
Work with certified Salesforce professionals who understand your industry, your clients, and your compliance needs.
